By default, a Heartland Retail point of sale includes Credit Card, Cash, Check, and Gift Card payment types. Add custom payment types to add more options to meet your business needs. For example, you might add:

• House Account to support customers that purchase items ‘on account’.
• Corporate Gift Card to accept gift cards from a corporate parent or affiliate.
• Terminal to process payments using a terminal that is not part of Heartland Retail, enabling complete transaction reporting. 

To create a custom payment type:

1. Navigate to Settings > Payment Types(tab), and then select New.
2. Enter a Name and a Description.
3. Enable or disable the settings as needed.

   • ACCEPT THIS PAYMENT METHOD ON SALES ORDER: Choose whether this payment method is available to use on a sales order.

   • DEFAULT THE PAYMENT AMOUNT TO BALANCE DUE: Control whether the ticket payment amount displays Balance Due by default, or is blank.

   • CUSTOM FIELDS: Enables collecting additional data about the form of payment. For example, if you have a custom Corporate Gift Card payment type, which might be used to honor corporate give cards not issued by your store, you can use a custom field to track the gift card number.
     
     Custom fields appear on the payment screen when you you tender the transaction at the point of sale:
     
     
     Once a payment is added to the point of sale ticket, the custom field entry is displayed:
     

Accounting

If you are using QuickBooks Online integration, payment account can be mapped for each custom payment type you create.